International Market Analysis

 

Category Archives: Russia & Eurasia

Winter Is Coming, But Russia Refuses To Stop The Energy War On Ukraine

A massive attack by Russia against the Ukrainian energy infrastructure on  Sunday, November 17th may have caused the Biden Administration to green-light Ukraine’s use of the U.S. ATACMS long-range missiles. Ukraine took parts of the Kursk region during its 2024 summer offensive and is struggling to hold on in the region as some 50,000 Russian

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Russia’s Landmark BRICS Summit and the Specter of De-Dollarization

Last week saw a landmark summit of the BRICS group of nations, a nine-country economic bloc led by Moscow and Beijing, which drew representatives from 36 countries, including 22 heads of state. Held from Oct. 22 to Oct. 24 in the Russian city of Kazan, the event focused largely on “de-dollarization”—the idea of phasing out

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China Bets On Leadership In The Green Tech Frontier

At the 2024 BRICS summit, China claimed that its advances in Green Tech serve as a “valuable reference” for the bloc and the globe. While Beijing talks a good game about its investments in renewables as an engine of domestic and global economic growth, the realities of China’s sluggish economy suggest otherwise. Earlier this month, China

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Kazakhstan Referendum Will Reshape Nuclear Energy In Central Asia

Kazakhstan has employed the time-honored practice of obtaining societal feedback by holding a referendum on October 6th, 2024, to determine whether it should begin constructing a nuclear power plant. With 64% of registered voters in the country submitting ballots, the referendum passed. 71.12% of voters voted in favor of building the plant, according to the

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Energy Revenue Fuels A War-Time Moscow Boom

Hundreds of billions of dollars flowing into Russia from oil and gas sales are fueling Moscow’s war effort in Ukraine, and more. Unbeknownst to some diplomats and other decision-makers, energy export revenues drive the massive geo-economic polarization between East and West, as petro and gas dollars pour into the Russian tech sector. Russia’s capital—and especially

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America’s Self-Inflicted Wound In Central Asia

In Central Asia, everyone appears to be moving to secure riches and interests. Japan has just conducted an investment summit with the Central Asian states to develop economic opportunities, China’s Xi is expanding business ties, the EU is inaugurating a new strategic summit, and Vladimir Putin will be visiting in November. The world understands Central

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In a Dangerous World, NATO Must Restore Deterrence

In a time when the United States and the Western allies appear weak on the international scene, restoring deterrence needs to be Job One as the NATO 75th anniversary summit begins today in Washington, D.C. In the recent presidential debate, more energy went into bickering over who deserves to be president, and even their golf scores, than about what

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China And Russia Now Dominate The Global Nuclear Trade

The global competition between the West and the rest takes many forms, including in the energy area. The nuclear energy industry has long been such a battlefield. Unfortunately, the U.S. and Europe are not doing great when it comes to winning bids in the developing world. In late May 2024, Uzbekistan signed an agreement with

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New U.S. Solar Panel Tariff Intensifies Sino-American Green Tech War

The Sino-American trade war may be old news, but now a new battlefield is front and center: green tech. During her controversial visit to China, Secretary Janet Yellen made waves by criticizing China’s excess industrial capacity. Secretary Yellen warned the Chinese that retaliatory tariffs would be levied if this wasn’t addressed while simultaneously making the

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